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2025 Investment Outlook Seminar Registration
Clients can reserve spots for one of two seminars: 9:30 a.m. Oct. 7, or 7:00 p.m. Oct. 15.
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Past Articles
Lisa Edgar: Playing her way out
Asked why she decided to retire when she did, Lisa Edgar said simply, “Because I can.” […]
Inflation raises benefits expectations
Early signs suggest retirees could get the fattest Social Security raise in more than a decade. […]
Not your parents’ investment plans
By Joel Dresang Having smaller families has been affecting how we try to accumulate wealth and what we do with it. […]
Money Talk Quiz, August 2021
As you read the articles on the Money Talk page and follow the weekly Money Talk Podcast, you may hear your own voice as a schoolchild ask, “Is there going to be a quiz on this?” The answer is, “Yes.” It’s another way for you to prove that you’re paying attention. […]
Wake-up call: Protect against cyberfraud
By Joel Dresang In the 14 minutes we were on the phone, Mark saved me $441.36. That was the good news. The bad news was all the other rigmarole still ahead for me — and the dreaded reality that this probably will happen again. […]

Retirement investing: Consider Roth
The Roth gives us another option for cash in our retirement arsenal, and it’s ours tax-free.